Spherion Staffing is recruiting for a motivated Financial Services Assistant to support the daily operations of a financial advisory business in South Burlington! You will have the opportunity to jump into a diverse and flexible position focused on maintaining data and reporting systems while providing superb client service. This permanent career opportunity includes performance-based incentive pay with a benefits package featuring tuition reimbursement, continuing education, industry-specific designation training, a retirement plan, paid vacation, holiday, and personal time.
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Responsibilities:
-Maintain client information systems including CRM management, electronic client files, portfolio accounting, and compliance related record retention.
-Client interactions including greeting, meeting facilitation, phones calls and written/email correspondence.
-General administrative support such as sending correspondence, processing mail, managing office supplies, and managing office space.
-Support operations manager with client onboarding and account maintenance duties.
Working hours: 8:00 AM - 5:00 PM
Skills:
-Experience in banking or financial services is preferred.
-Demonstrated project management skills are also preferred.
Education:
Associate
Experience:
1-4 years
Qualifications:
-College Degree or equivalent combination of education and experience.
-1-3 years of related experience in operations within a fast-paced, dynamic leading organization.
-High level of customer service with emphasis on the value of client confidentiality.
-Tech savvy, quick study on new technology, and fluent in Microsoft Office with emphasis on Excel.
-Is curious by nature, with a desire to continuously learn and build skills.
Apply today to be considered for this opportunity!
Spherion has helped thousands of people just like you find work happiness! Our experienced staff will listen carefully to your employment needs and then work diligently to match your skills and qualifications to the right job and company. Whether you're looking for temporary, temp-to-perm or direct hire opportunities, no one works harder for you than Spherion.
Equal Opportunity Employer: Race, Color, Religion, Sex, Sexual Orientation, Gender Identity, National Origin, Age, Genetic Information, Disability, Protected Veteran Status, or any other legally protected group status.
At Spherion, we welcome people of all abilities and want to ensure that our hiring and interview process meets the needs of all applicants. If you require a reasonable accommodation to make your application or interview experience a great one, please contact Callcenter@spherion.com.
Pay offered to a successful candidate will be based on several factors including the candidate's education, work experience, work location, specific job duties, certifications, etc. In addition, Spherion offers a comprehensive benefits package, including: medical, prescription, dental, vision, AD&D, and life insurance offerings, short-term disability, and a 401K plan (all benefits are based on eligibility).